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Home > Institutional Investor > Comprehensive Financial Consultants Institutional, Inc. > Profile

Instuitional Investor - Comprehensive Financial Consultants Institutional, Inc.

Fund Profile
Filing Period:
Fund Name: Comprehensive Financial Consultants Institutional, Inc.
Portfolio Value $378,100,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 13,775 $10,143,910 2.68%
2.
Jpmorgan Chase & Co
 JPM 25,922 $8,485,048 2.24%
3.
Eli Lilly & Co
 LLY 7,006 $8,403,206 2.22%
4.
Apple Inc.
 AAPL 28,144 $8,143,835 2.15%
5.
Eaton Corp Plc
 ETN 15,408 $6,565,657 1.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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